Source-grounded facts extracted from BROADRIDGE FINANCIAL SOLUTIONS, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Todd Diganci was appointed as director at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“On June 9, 2026, the Board of Broadridge Financial Solutions, Inc. approved an increase in the Board size from nine members to 10 members and appointed Todd Diganci to the Company’s Board of Directors, effective August 1, 2026.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. entered into Base Indenture with U.S. Bank Trust Company, National Association valued at Issuance of $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036 (effective 2026-05-15).
“On May 15, 2026, the Company entered into a base indenture, dated May 15, 2026 (the “ Base Indenture ”), between the Company and U.S. Bank Trust Company, National Association, as trustee (the “ Trustee ”), and a first supplemental indenture to the Base Indenture, dated as of May 15, 2026 (the “ First Supplemental Indenture ”, and the Base Indenture, as so supplemented, the “ Indenture ”), between Company and the Trustee.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. entered into Underwriting Agreement with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC valued at $500,000,000 aggregate principal amount of 5.750% Senior Notes due 2036 (effective 2026-05-04).
“As previously announced, on May 4, 2026, Broadridge Financial Solutions, Inc. (the “ Company ”) entered into an underwriting agreement (the “ Underwriting Agreement ”) with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the underwriters listed therein (the “ Underwriters ”), with respect to the offering and sale in an underwritten public offering (the “ Offering ”) by the Company of $500,000,000 aggregate principal amount of its 5.750% Senior Notes due 2036 (the “ Notes ”).”
BROADRIDGE FINANCIAL SOLUTIONS, INC. incurred senior notes of $500,000,000 with U.S. Bank Trust Company, National Association at 5.750% per annum maturing May 15, 2036.
“Pursuant to the Indenture, on May 15, 2026, the Company issued $500,000,000 aggregate principal amount of Notes.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. entered into Underwriting Agreement with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the underwriters listed therein valued at $500,000,000 (effective 2026-05-04).
“On May 4, 2026, Broadridge Financial Solutions, Inc. (the “ Company ”) entered into an underwriting agreement (the “ Underwriting Agreement ”) with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the underwriters listed therein, with respect to the offering and sale in an underwritten public offering (the “ Offering ”) by the Company of $500,000,000 aggregate principal amount of its 5.750% Senior Notes due 2036 (the “ Notes ”).”
BROADRIDGE FINANCIAL SOLUTIONS, INC. reported third quarter ended March 31, 2026 results: EPS $2.36. Guidance raised.
“On April 30, 2026, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the third quarter of fiscal year 2026 ended March 31, 2026.”
BROADRIDGE FINANCIAL SOLUTIONS, INC.: Amended and Restated By-laws adopted, including changes related to Universal Proxy Rules, director nominee representation, proxy card color, and DGCL conformity (effective 2025-02-04).
“On February 4, 2025, the Board of Directors (the “Board”) of Broadridge Financial Solutions, Inc. (the “Company”) approved and the Company adopted the Amended and Restated By-laws (the “Restated By-laws”), effective as of February 4, 2025.”
Ashima Ghei was appointed as Interim Chief Financial Officer at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“Ashima Ghei will serve as Interim Chief Financial Officer of Broadridge, effective July 1, 2024, as the Company conducts a search for a new chief financial officer.”
Edmund Reese departed as Vice President and Chief Financial Officer at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“On May 31, 2024, Edmund Reese, Vice President and Chief Financial Officer of Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”), informed the Company that he is resigning to pursue other career opportunities, effective June 30, 2024.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. reported financial results for third quarter ended March 31, 2024.
“On May 8, 2024, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the third quarter of fiscal year 2024 ended March 31, 2024.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. updated its the second quarter ended December 31, 2023 of its fiscal year 2024 guidance (reaffirmed).
“On February 1, 2024, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the second quarter of fiscal year 2024 ended December 31, 2023.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. updated its Fiscal Year 2024 guidance (reaffirmed).
“Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release announcing its three year growth objectives for the period ending Fiscal Year 2026 and reaffirming its full-year guidance for Fiscal Year 2024.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. updated its Fiscal Year 2026 guidance (initiated).
“Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release announcing its three year growth objectives for the period ending Fiscal Year 2026 and reaffirming its full-year guidance for Fiscal Year 2024.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accountants for fiscal year ending June 30, 2024 at the 2023-11-09 meeting.
“Proposal No. 4 : To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accountants for the fiscal year ending June 30, 2024. FOR AGAINST ABSTAIN 107,718,235 1,065,717 77,286”
BROADRIDGE FINANCIAL SOLUTIONS, INC. shareholders approved Advisory vote on the frequency of the Say on Pay Vote at the 2023-11-09 meeting.
“Proposal 3: Advisory Vote on the Frequency of Holding the Say on Pay Vote (the Frequency Vote). The vote, on an advisory basis, of the frequency of the Say on Pay vote was approved by the stockholders to take place every year. ONE YEAR TWO YEARS THREE YEARS ABSTENTIONS Broker Non-Votes 99,158,835 439,217 1,177,959 106,306 7,978,921”
BROADRIDGE FINANCIAL SOLUTIONS, INC. shareholders approved Advisory vote to approve the Company's executive compensation (Say on Pay Vote) at the 2023-11-09 meeting.
“Proposal No. 2 : Advisory vote on the Company's executive compensation (the Say on Pay Vote). FOR AGAINST ABSTAIN Broker Non-Votes 92,272,584 8,456,411 153,322”
BROADRIDGE FINANCIAL SOLUTIONS, INC. shareholders approved Election of 11 directors for terms of one year at the 2023-11-09 meeting.
“Proposal No. 1 : To elect 11 directors to hold office until the Annual Meeting of Stockholders in the year 2024 and until their respective successors are duly elected and qualified. FOR 2,143,054 ABSTAIN Broker Non-Votes Leslie A. Brun 97,645,084 2,143,054 1,094,179 7,978,921”
BROADRIDGE FINANCIAL SOLUTIONS, INC. updated its first quarter ended September 30, 2023 of its fiscal year 2024 guidance (reaffirmed).
“On November 2, 2023, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the first quarter of fiscal year 2024 ended September 30, 2023.”
Doug DeSchutter was appointed as Co-President of ICS at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“Michael Tae, currently serving as Corporate Vice President, President, Mutual Funds, Retirement, Issuer, and Data & Analytics, and Doug DeSchutter, currently serving as Corporate Vice President, President, Bank-Broker, Customer Communications, and Digital CoE, have been appointed as Co-Presidents of the ICS business, effective October 1, 2023.”
Michael Tae was appointed as Co-President of ICS at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“Michael Tae, currently serving as Corporate Vice President, President, Mutual Funds, Retirement, Issuer, and Data & Analytics, and Doug DeSchutter, currently serving as Corporate Vice President, President, Bank-Broker, Customer Communications, and Digital CoE, have been appointed as Co-Presidents of the ICS business, effective October 1, 2023.”
Bob Schifellite changed role as Chairman of ICS at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“Bob Schifellite, President of the Investor Communication Solutions business (“ICS”) of Broadridge Financial Solutions, Inc. (the “Company” or “Broadridge”), will move into an advisory role as Chairman of ICS, effective October 1, 2023.”
BROADRIDGE FINANCIAL SOLUTIONS, INC. updated its the fourth quarter and fiscal year ended June 30, 2023 guidance (raised).
“Broadridge Reports Fourth Quarter and Fiscal 2023 Results”
BROADRIDGE FINANCIAL SOLUTIONS, INC. reported second quarter of fiscal year 2023 ended December 31, 2022 results: revenue $1,293 million, net income $58 million, EPS $0.48. Guidance reaffirmed.
“Financial Results for Second Quarter Fiscal Year 2023 compared to Second Quarter Fiscal Year 2022 • Total revenues increased 3% to $1,293 million from $1,260 million. ◦ Recurring revenues increased $47 million, or 6%, to $840 million. Recurring revenue growth constant currency (Non-GAAP) was 8%, driven by organic growth from a combination of growth in Net New Business in GTO and ICS and Internal Growth, primarily in our ICS business. ◦ Event-driven revenues decreased $27 million, or 42%, to $38 million, primarily due to the decrease in volume of mutual fund proxy communications. ◦ Distribution revenues increased $13 million, or 3%, to $415 million, primarily driven by the impact of a postage rate increase of approximately $20 million, partially offset by lower volume of ICS mutual fund communications. • Operating income was $108 million, an increase of $39 million, or 57%. Operating income margin increased to 8.3%, compared to 5.5% for the prior year period, due to the growth in Recurr”
BROADRIDGE FINANCIAL SOLUTIONS, INC. shareholders approved Proposal No. 3 : To ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accountants for the fiscal year ending June 30, 2023. at the 2022-11-10 meeting.
“Proposal No. 3 : To ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accountants for the fiscal year ending June 30, 2023. FOR AGAINST ABSTAIN 106,430,264 1,207,633 82,105”
BROADRIDGE FINANCIAL SOLUTIONS, INC. shareholders approved Proposal No. 2 : Advisory vote on the Company’s executive compensation (the Say on Pay Vote). at the 2022-11-10 meeting.
“Proposal No. 2 : Advisory vote on the Company’s executive compensation (the Say on Pay Vote). FOR AGAINST ABSTAIN Broker Non-Votes 91,256,603 8,152,680 186,791 8,123,928”
BROADRIDGE FINANCIAL SOLUTIONS, INC. shareholders approved Proposal No. 1 : To elect 12 directors to hold office until the Annual Meeting of Stockholders in the year 2023 and until their respective successors are duly elected and qualified. at the 2022-11-10 meeting.
“Proposal No. 1 : To elect 12 directors to hold office until the Annual Meeting of Stockholders in the year 2023 and until their respective successors are duly elected and qualified. FOR AGAINST ABSTAIN Broker Non-Votes Leslie A. Brun 96, 847,942 2,659,157 88,975 8,123,928 Pamela L. Carter 97,281,459 2,235,496 79,119 8,123,928 Richard J. Daly 96,442,458 2,835,922 317,694 8,123,928 Robert N. Duelks 95,791,499 3,723,613 80,962 8,123,928 Melvin L. Flowers 99,244,848 268,249 82,977 8,123,928 Timothy C. Gokey 98,958,735 560,818 76,521 8,123,928 Brett A. Keller 99,240,653 276,946 78,475 8,123,928 Maura A. Markus 98,283,334 1,234,785 77,955 8,123,928 Eileen K. Murray 99,359,400 155,819 80,855 8,123,928 Annette L. Nazareth 99,225,154 294,612 76,308 8,123,928 Thomas J. Perna 95,979,555 3,528,666 87,853 8,123,928 Amit K. Zavery 99,273,160 236,096 86,818 8123928”
Eileen K. Murray was appointed as Independent Director at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“On August 11, 2022, the Board of Directors (the “Board”) of Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) approved an increase in the Board size from 11 members to 12 members and appointed Eileen K. Murray as an independent member of the Board, effective September 1, 2022.”
Annette L. Nazareth was appointed as independent member of the Board at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“On August 10, 2021, the Board of Directors (the "Board") of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") unanimously approved an increase in the Board size from 11 members to 12 members and appointed Annette L. Nazareth as an independent member of the Board, effective immediately.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.